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Jpmorgan Core Bond Fund I Class: (MF: WOBDX)

(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET

$10.23 USD

-0.04 (-0.39%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD 4.24 23
3 months 1.24 70
6 months 4.24 23
1 Year 6.42 46
3 Year 2.86 74
5 Year -0.09 73
10 Year 2.01 58

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 23.08
Bear Market (10/07 - 2/09) 6.15
Bull Market (2/09 - 3/21) 67.24

Load Adjusted Returns as of Jun 30, 2025

1 Year 6.42
5 Year -0.09
10 Year 2.01
Since Inception 5.09

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.96 1.24 NA NA
2024 -0.35 0.24 5.27 -3.02
2023 3.58 -0.94 -3.03 6.33
2022 -5.31 -4.35 -4.33 1.16
2021 -2.85 1.90 0.01 -0.12
2020 2.40 3.39 1.04 1.06

Annual Return

20252024202320222021202020192018201720162015
% Total Return 4.241.975.79-12.35-1.118.128.370.183.832.250.67
% Total Return Rel to Index 0.220.710.260.660.420.62-0.350.170.29-0.400.10
% Total Return Rel to Peer 0.45-1.89-0.60-2.82-1.782.190.391.32-0.17-2.882.65
% Perf Quintile vs Peer* 0.000.004.003.004.002.003.002.003.004.001.00
% Dividends 0.200.390.360.260.240.290.320.310.300.280.27
% Yield 1.913.803.812.571.972.232.632.702.542.362.24
Capital Gains ($) 0.000.000.000.000.080.200.060.010.030.040.02
Expense Ratio 0.490.490.500.490.490.500.500.500.550.570.57

* 1 = Top 20%, 5 = Bottom 20%